Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,081 | $47,944-85.2% | $67,834-89.6% | $62,881-88.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | 9.02% | 11.77%-2.7pp | 138.47%-129.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $926 | $1,562-40.7% | $2,403-61.5% | $2,281-59.4% |
| Participant deferral / active EE | $1,542 | $2,247-31.4% | $3,160-51.2% | $3,203-51.9% |
| Admin fee / account holder | $347 | $3,712-90.7% | $4,622-92.5% | $4,296-91.9% |